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RAFTELIS FOUNDATION GEORGE RAFTELIS: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
RAFTELIS FOUNDATION GEORGE RAFTELIS (EIN 56-2105040)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-13
IRS object ID
202031959349100938
Schema version
2019v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-07-13T09:30:56-07:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN474795643PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Cathlean W Utzig CPA PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11100 Metropolitan Ave Unit 403AddressLine1Txt
CityCharlotteCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28204ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN562105040EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE RAFTELIS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRAFTBusinessNameControlTxt
Phone7048940540PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line117533 PARADISE COVE COURTAddressLine1Txt
CityCORNELIUSCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28031ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGEORGE RAFTELISPersonNm
Person TitlePresidentPersonTitleTxt
Signature2020-07-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCathlean UtzigPreparerPersonNm
PTINP01300918PTIN
Phone7049071420PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-01-07 14:23:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$266,447FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$6,306DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,306DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$9,304NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$62,809GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$9,304CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$15OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$15,625TotalRevAndExpnssAmt
Total Net Invst Incm$15,610TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$800AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$1,217OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,217OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss$90InterestRevAndExpnssAmt
Interest Net Invst Incm$90InterestNetInvstIncmAmt
Taxes Rev And Expnss$2,514TaxesRevAndExpnssAmt
Taxes Net Invst Incm$91TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$1,698TravConfMeetingRevAndExpnssAmt
Other Expenses Rev And Expnss$186OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$159OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$6,505TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,357TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$68,588ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$68,588ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$75,093TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,357TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$68,588TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$59,468ExcessRevenueOverExpensesAmt
Net Investment Income$13,253NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$22,740CashBOYAmt
Cash EOY$17,270CashEOYAmt
Cash EOYFMV$17,270CashEOYFMVAmt
Other Investments BOY$270,945OtherInvestmentsBOYAmt
Other Investments EOY$249,177OtherInvestmentsEOYAmt
Other Investments EOYFMV$249,177OtherInvestmentsEOYFMVAmt
Total Assets BOY$293,685TotalAssetsBOYAmt
Total Assets EOY$266,447TotalAssetsEOYAmt
Total Assets EOYFMV$266,447TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$293,685NoDonorRstrNetAssestsBOYAmt
Tot Net Ast Or Fund Balances BOY$293,685TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$266,447TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$293,685TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$266,447TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$293,685TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$59,468ExcessRevenueOverExpensesAmt
Other Increases$32,230OtherIncreasesAmt
Subtotal$266,447SubtotalAmt
Tot Net Ast Or Fund Balances EOY$266,447TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
CAPITAL GAIN DISTRIBUTIONSP$6,004$6,004$6,004
PERSHING PUBLICLY TRADED SECURITIESP$47,113$3,375$3,375$43,738
PERSHING PUBLICLY TRADED SECURITIESP$9,692-$75-$75$9,767
FieldValueIRS element (for citing)
Capital Gain Net Income$9,304CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$57,483AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$337,289NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.17043DistributionYr1Rt
Adjusted Qlfy Distri Yr2$38,246AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$325,420NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.11753DistributionYr2Rt
Adjusted Qlfy Distri Yr3$39,370AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$338,491NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.11631DistributionYr3Rt
Adjusted Qlfy Distri Yr4$65,008AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$383,331NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.16959DistributionYr4Rt
Adjusted Qlfy Distri Yr5$37,765AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$410,562NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.09198DistributionYr5Rt
Total Distribution0.665836TotalDistributionRt
Average Distribution0.133167AverageDistributionRt
Net Vl Noncharitable Assets$277,523NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$36,957AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$133NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$37,090AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$68,588QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$133InvestmentIncomeExciseTaxAmt
Subtotal$133SubtotalAmt
Tax Based On Investment Income$133TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,208EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,208TotalPaymentsAndCreditsAmt
Overpayment$1,075OverpaymentAmt
Applied To ES Tax$1,075AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1GEORGE RAFTELISBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7048940540PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line117533 PARADISE COVE COURTAddressLine1Txt
CityCORNELIUSCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28031ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonGEORGE RAFTELISPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line117533 PARADISE COVE COURTAddressLine1Txt
CityCORNELIUSCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28031ZIPCd
FieldValueIRS element (for citing)
TitlePresidentTitleTxt
Average Hrs Per Wk Devoted To Pos5.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$271,516AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$10,233AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$281,749TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$281,749AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,226CashDeemedCharitableAmt
Net Vl Noncharitable Assets$277,523NetVlNoncharitableAssetsAmt
Minimum Investment Return$13,876MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$13,876MinimumInvestmentReturnAmt
Tax Based On Investment Income$133TaxBasedOnInvestmentIncomeAmt
Total Tax$133TotalTaxAmt
Distributable Before Adj$13,743DistributableBeforeAdjAmt
Distributable Before Ded$13,743DistributableBeforeDedAmt
Distributable As Adjusted$13,743DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$68,588ExpensesAndContributionsAmt
Qualifying Distributions$68,588QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$133PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$68,455AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$13,743DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$18,284ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$46,443ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$22,804ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$22,385ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$43,033ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$152,949TotalExcessDistributionCyovAmt
Qualifying Distributions$68,588QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$13,743AppliedToCurrentYearAmt
Remaining Distri From Corpus$54,845RemainingDistriFromCorpusAmt
Total Corpus$207,794TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$18,284ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$189,510ExcessDistriCyovToNextYrAmt
Excess From Year4$46,443ExcessFromYear4Amt
Excess From Year3$22,804ExcessFromYear3Amt
Excess From Year2$22,385ExcessFromYear2Amt
Excess From Year1$43,033ExcessFromYear1Amt
Excess From Current Year$54,845ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BLUMENTHAL PERF ARTS
130 NORTH TRYON STCHARLOTTENC28202NONEPCPERFORMING ARTS$10,250
DUKE UNIVERSITY
PO BOX 90581DURHAMNC27708NONEPCEDUCATION$9,000
SPOLETO FESTIVAL
14 GEORGE STCHARLESTONSC29401NONEPCPERFORMING ARTS$200
E2D
101 MAIN STREETDAVIDSONNC28036NONEPCEDUCATION$5,500
DAVIDSON COLLEGE PRESBY CHURCH
100 N MAIN STREETDAVIDSONNC28036NONEPCCHURCH$24,211
ECKERD COLLEGE
4200 59TH AVE SOUTHST PETERSBURGFL33711NONEPCEDUCATION$5,000
BROOKGREEN GARDENS
1931 BROOKGREEN GARDENS DRMURRELLS INLETSC29576NONEPCCOMMUNITY GARDEN$1,000
CANINE COMPANIONS
PO BOX 446SANTA ROSACA95402NONEPCPET SUPPORT SERVICES$250
PAWLEYS ISLAND BEAUTIFICATION
ATLANTIC AVEPAWLEYS ISLANDSC29585NONEPCENVIRONMENTAL IMPROVEMENTS$2,500
CHARLOTTE LAB SCHOOL
301 E 9TH STREETCHARLOTTENC28202NONEPCEDUCATION$5,122
DISCOVERY PLACE
301 N TRYON STCHARLOTTENC28102NONEPCSCIENCE EDUCATION$130
ST JOHNS METHODIST CHURCH
4305 MONROE RDCHARLOTTENC28205NONEPCCHURCH$250
KIWANIS
3636 WOODVIEW TRACEINDIANAPOLISIN46268NONEPCCHILDREN'S SUPPORT SERVICES$1,000
CHARLOTTE STEEPLECHASE FOUNDATION
6103 WAXHAW HWYMINERAL SPRINGSNC28108NONEPCCONSERVANCY$1,125
ST FRANCIS HUMANE SOCIETY
125 RIDGE STGEORGETOWNSC29440NONRPCANIMAL ADOPTION AGENCY$150
JDRF
200 VESEY ST 28TH FLOORNEW YORKNY10281NONEPCJUVENILE DIABETES RESEARCH$150
CAROLINA RAPTOR CENTER
6000 SAMPLE RDHUNTERSVILLENC28078NONEPCWILDLIFE REHABILITATION AND EDUCATION$250
AMERICAN HEART ASSN
4217 PARK PL CTGLEN ALLENVA23060NONEPCHEALTH RESEARCH$100
SOCIETY OF PAWLEYS ISLAND ARTS
ATLANTIC AVEPAWLEYS ISLANDSC29585NONEPCARTS$150
COVENANT MISSIONARY BAPTIST CHURCH
2507 NORTH FRASER STGEORGETOWNSC29442NONEPCCHURCH$250
RENAISSANCE WEST COMMUNITY INITIATI
3610 NOBLES AVE SUITE 228CHARLOTTENC28208NONEPCAFFORDABLE HOUSING$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$68,588TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,306ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$9,304ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$15,625ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$15,625TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$800Amt
Net Investment Income$800NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
BANK FEES$100$100
OFFICE SUPPLIES$10$10
PLANNING MEALS WITH CHURCH @ 50%$53$26
POSTAGE$23$23

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$15RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEESCategoryTxt
Amt$1,217Amt
Net Investment Income$1,217NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
ESTIMATED EXCISE TAX PMTS FOR 2019$1,208
EXCISE TAX ON INVESTMENT INCOME$1,215
FOREIGN TAX$91$91

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